Efficient Market Advisors

Articles by Efficient Market Advisors

Herbert W. Morgan, III - Senior Managing Director, Chief Investment Officer

Herb Morgan
Herb W. Morgan, II

Herb Morgan is the Senior Managing Director, Chief Investment Officer of Efficient Market Advisors, a Business of CFIA (EMA). One of the financial industry’s recognized experts in the area of exchange-traded funds (ETFs), he is the creator of the Efficient Market Advisors Managed ETF Account, a unique low-cost, tax-efficient investment account that utilizes ETFs.

Prior to founding EMA in 2004, Herb was Senior Vice President - Advisory at Linsco/Private Ledger Financial Services, Inc. (LPL Financial). Herb also served as Senior Vice President with Dreyfus and ING Funds group (then known as Pilgrim Funds) and held various positions with J&W Seligman & Co. 

Herb has been interviewed by multiple publications including Forbes, CBS Market Watch, Business Week, Investment News, Investor’s Business Daily and The Wall Street Journal.  He has also been a guest on Fox News and CNBC television. He has served as an expert witness in cases involving mutual fund trustee fiduciary liability.

Herb served as President of the Board of Administration of the San Diego City Employees’ Retirement System (SDCERS) where he was a member of the Investment, Business and Governance, Audit and Disability Committees. He was a member of SDCERS’ Board of Administration from April 2009 to July 2013.

Herb is involved with philanthropy in education, including serving as a Director chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity, Inc.

Herb graduated, with Honors, from The University of California, Santa Cruz with a Bachelor of Arts in Economics.

Jeffrey C. Anderson, Jr. - Sr. Vice President – National Sales Manager

Jeffrey Anderson
Jeffrey Anderson

In addition, to serving as Senior Vice President – National Sales Manager, Jeff is also is a member of the Investment Policy Committee. Mr. Anderson has 26 years of financial services experience.

Mr. Anderson previously served as President of StandSure Wealth Management an independent investment advisory firm. Prior to founding StandSure Wealth Management in 2003 Mr. Anderson worked for Smith Barney as a Financial Consultant (1996-2003) and Tullett and Tokyo Forex as an inter-bank broker (1989-1996).

Mr. Anderson holds an MBA from Pepperdine University (1993) and a BA from the University of California, Los Angeles (1989). In addition, he also holds a Professional Certificate in International Business from the Thunderbird School of Global Management (1990) and attended the graduate seminar of International Finance at City University, London (1989).

Glenn A. Ambach - Senior Portfolio Manager

Glenn Ambach
Glenn Ambach

Wisconsin native, Glenn Ambach, holds a Bachelor of Arts degree in economics and political science from the University of Wisconsin-Madison. His extensive industry experience is supplemented by being a CFA Charter holder. The CFA designation is widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.

Glenn was previously Trading Representative for Wells Fargo Investments, Vice President at FAC Wealth Management and portfolio manager for an advisory group within Morgan Stanley Wealth Management.

Glenn is a member of the Efficient Market Advisors, LLC Investment Policy Committee and Trade Management Oversight Committee. His role includes research, portfolio construction and trading.

Rebecca L. Wilson - Director of Operations

Rebecca Wilson
Rebecca Wilson

Rebecca Wilson has over 20 years of operations, communications and marketing experience. She began her career in marketing at LPL Financial then went on to create and run the Member Services Division at the San Diego City Employees’ Retirement System, where she also served as Director of Communications and ultimately Chief of Staff. She served in similar capacities at the Motion Picture Industry Pension and Health Plans in Los Angeles where she led process improvement initiatives and developed an award-winning member communications program.

A native San Diegan, Rebecca received a BFA from the Academy of Art University in San Francisco.

Efficient Market Advisors

4180 La Jolla Village Drive
Suite 315
La Jolla, CA 92037

888-327-4600

info@efficient-portfolios.com
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